podcasts

March 20,  2023  | Season 5, Episode 10

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith  discusses the current financial banking crisis, the shotgun marriage between Credit Suisse and UBS, and more. If all this talk about bank safety concerns you, come listen to Keith as he may shed some light on the situation. As always, Keith does a great job of explaining things in a simple to understand manner.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

March 13,  2023  | Season 5, Episode 9

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith  discusses and shares his thoughts on the banking sector and the developments with Silicon Valley Bank. What went wrong at Silicon Valley Bank and can other banks face a similar fate?

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

March 06,  2023  | Season 5, Episode 8

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith  reminds us that while we may think certain events haven't happened before or are new, that, in fact, history does tend to repeat itself. Keith then shares some updates on the markets, stocks making news, and Brad joins him to  talk about what he has been seeing in the bond markets.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

February 13, 2023  | Season 5, Episode 7

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith  gives shares a story about Customer Service from one of our Business Consultants, Mr. Kevin Leahy. He then brings us up to speed on the financial markets and concludes his remarks with a talk about Retirement Longevity, a topic of interest to many persons nearing retirement.   Brad Harris updates us on the the action in the bond market this week.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

February 6, 2023,  Season 5, Episode 6

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith  gives us some insights into the SECURE Act 2.0 nd how this is impacting retirees in retirement planning. Keith then updates us on the financial markets, including stocks making news and the Federal Reserve.  Brad Harris gives us some insights into the bond market with a focus on municipal bonds.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

January 30, 2023,  Season 5, Episode 5

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith opens up on the relevance of the United States dollar as a reserve currency. He then discusses the importance of the fed meeting this week and how this may have an impact on this year strong rally, and why everybody will be focusing on one word, "ongoing", and what that means. Brad Harris gives us some insights into the bond market and the looming fight over the debt ceiling. 

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

January 23, 2023,  Season 5, Episode 4

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith updates us on the markets, stocks making news and more. Brad Harris gives us some insights into the bond market and current levels he is seeing.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

January 17, 2023,  Season 5, Episode 3

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith updates us on the markets and what the first week of trading can tell us  about the markets behavior for the remainder of the year. He outlines for us the Feds fight against inflation, stocks making news and more to hopefully get your financial year on track.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

January 9, 2023,  Season 5, Episode 2

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses the importance of value investing and spending "time" in a holding, specifically when it come to individual stocks. Keith shares some insights from Nick Sleep and Qais Zakaria, a team that focused on Buffett like value investing in their company, The Nomad Investment Partnership.  Brad Harris joins Keith and provides us with an update on the bond market.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

January 3, 2023,  Season 5, Episode 1

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Welcome to 2023 and Season 5 of Enlightenment - a Herold & Lantern Investments podcast featuring Mr. Keith Lanton.

In this fist episode of 2023, Keith reflects on and shares some lessons from 2022 which by all accounts was not a good year for the financial markets. While inflation has been coming down recently, it's still  a risk to the financial markets as the Fed does its best to tame it. Brad Harris, Director of Fixed Income, joins Keith to discuss the bond market and municipal bonds in particular.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

December 26,  2022,  Season 4 Episode 45

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Wow what a year! Our 4th season and this is our 45th episode this season. We hope you have enjoyed our financial podcasts. Wishing you all a wonderful 2023! 

In this episode, Keith shares some year end inspirational thoughts. On the financial side, Keith reviews some year end to-do's. Congress recently passed a new budget which includes many improvements to the retirement space particularly with IRA accounts . Referred to as SECURE 2.0 - building off of the first SECURE ACT passed in the last Administration -   the improvements bring many enhancements to the retirement space including starter 401ks. 

Brad Harris, Director of Fixed Income, joins Keith to discuss the bond market and municipal bonds in particular.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

December 19,  2022,  Season 4 Episode 44

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some winning strategies from super successful Barbara Corcoran.  Keith reminds us of some year end tasks and strategies we should evaluate. He then provides us with an update on the financial markets including the bond market. 

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

December 12,  2022,  Season 4 Episode 43

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

This weeks episode aired from our Houston Office. Keith provides us with an update on the financial markets including the bond market. He also shares some thoughts from the book Atomic Habits by James Clear. 

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

November 28, 2022,  Season 4 Episode 42

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Producers Note - if you are looking for last weeks episode, we had some technical difficulties during the recording. Thank you for your understanding. 

This weeks podcast will  focus on the current state of the financial markets given the meaningful bounce we have seen since the recent lows. Has a new bull market started or are we seeing a bear market rally?

Keith will continue his thoughts on investing strategy, investing in a simpler manner making sure one understands their investments.  These thoughts are a continuation from previous episodes and the book Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets by William Green. He then updates listeners on current financial conditions, inflation, interest rates, and more. Brad Harris, Director of Fixed Income, closes with an update on the municipal bond market.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

November 7, 2022,  Season 4 Episode 41

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

 Keith shares further thoughts from the book Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets by William Green, He then updates listeners on current financial conditions, inflation, interest rates, and more. Brad Harris, Director of Fixed Income, closes with an update on the municipal bond market.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

October 31,  2022,  Season 4 Episode 40

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this Halloween episode,  Keith shares further thoughts from the book Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets by William Green, this time focusing on Howard Marks of Oaktree Capital Management and the person who penned the title of this episode.  He then updates listeners on current financial conditions, inflation, interest rates, and more. Brad Harris, Director of Fixed Income, closes with an update on the municipal bond market.

We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

October 24,  2022,  Season 4 Episode 39

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode,  Keith shares further thoughts from the book Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets by William Green, this time of focusing on the Warren Buffett interview.  We have a big week coming with with major tech companies reporting. Keith also discusses the concept of a diversified portfolio and whether or not diversified portfolios still work.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

October 17,  2022,  Season 4 Episode 38

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

This episode talks about investing, goals and how probabilities play a role in investing.  Keith gives us some thoughts from the book Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets by William Green.  

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

October 10,  2022,  Season 4 Episode 37

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

This episode talks about reflecting and trying not to get lost in the details. Keith references some thoughts from author James Clear.  He then discusses the federal reserve, inflation, and interest rates, and shares some thoughts from Barron's.  As today is a federal holiday, the bond market is closed.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

October 3,  2022,  Season 4 Episode 36

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith Keith shares insights into the book, The Alchemist, by Paolo Coelho and how that may relate to our financial well-being.  He then reviews the latest economic and financial news such as the UK Gilt blow-up. Brad Harris joins Keith and concludes the show with a bond market update.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

September 26,  2022,  Season 4 Episode 35

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares his thoughts about the havoc in the financial markets and discusses his thoughts and strategy on how to approach the market carnage. And how to best position going forward. What was in the past may not be what will be in the future.  Perhaps this is a new beginning in assessing one's personal goals and risk tolerance with a Financial Professional. Sometimes emotions override our logic, those are times when it's important to speak to an independent third party. This is similar to a relationship we have with our Primary Care Physician and a Well Visit.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

September 19,  2022,  Season 4 Episode 34

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith provides an update on the bond and stock markets as the prior week was a tumultuous week for both stocks and bonds.  Is it time perhaps to reallocate into bonds with yields much higher? Listen to this week's episode to gain some valuable insight as this week the Fed is scheduled to raise the benchmark rate again by 75 basis points.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

September 12,  2022,  Season 4 Episode 33

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith starts off by sharing some thoughts about 9-11,  which occurred 21 years ago.  He then discusses some truths on investing from the book called "Simple Wealth, Inevitable Wealth" by Nick Murray - how we should be thinking about investing. The title of this podcast is in reference to Nick Murray.

He then brings us up to speed on current news and events around the world.  Keith shares some thoughts from Barron's and stocks making news. Keith shares insights from a Barron's article about Social Security.  Brad Harris, Director of Fixed Income, joins Keith and gives us an update on the bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

September 6,  2022,  Season 4 Episode 32

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith channels the wisdom of Tony Robbins as it relates to the financial markets. Bonds have been on the move and Keith shares his thoughts on municipals.  The after summer season can present some challenges as September and October can be volatile months. He then talks about stocks making news, and shares some thoughts from Barron's.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

August 29,  2022,  Season 4 Episode 31

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some insights from author James Clear of Atomic Habits regarding mistakes and distractions. He then discusses recent Federal Reserve remarks from Jackson Hole which have rattled the financial markets, Barrons cover story on water, stocks making news, and more.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

August 22,  2022,  Season 4 Episode 30

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses Barron's article interview about megatrends shaping our future. He then shares his thoughts on Barron's cover story about how the United States may already be in recession.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

August 15,  2022,  Season 4 Episode 29

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some insights into Malcolm Gladwell's book "Talking To Strangers" and how some aspects of the book can be applied to Financial Services or any profession where one interacts with clients. He then covers recent legislation and how that may impact an investor's portfolio, stocks making the news, insights from Barrons, renewable energy, and more.   Brad Harris, Director of Fixed Income, shares a quick update on the bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

August 08,  2022,  Season 4 Episode 28

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith speaks about inflation, interest rates, and the Inflation Reduction Act which was just passed in the Senate.  Keith starts the podcast and shares three books Bill Gates has recommended for summertime reading: The Power by Naomi Alderman,  Why We're Polarized by Ezra Klein, and The Ministry for the Future by Kim Stanley Robinson.
 Brad Harris, Director of Fixed Income, shares a quick update on the bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

August 01,  2022,  Season 4 Episode 27

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some insights on investing by Ray Dalio. He then updates us on the financial markets, stocks making news, and other headlines from Barron's. Keith also educates his listeners on alternative income investments such as Annuities, I-Bonds, and TIPs, which have received a lot of press this year, Brad Harris, Director of Fixed Income, concludes the podcast with an update on the bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

July 25,  2022,  Season 4 Episode 26

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some quotes and thoughts from author James Clear.  He then updates us on the financial markets as earnings season rolls ahead with 175 S&P companies reporting this week. He then talks about stocks making news and other headlines from Barron's. Brad Harris, Director of Fixed Income, concludes the podcast with insights into the bond market and the yield curve.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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July 18,  2022,  Season 4 Episode 25

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some interesting facts about money and currency. He then updates us on the financial markets as earnings season is about to heat up. He then talks about stocks making news and other headlines from Barron's. Brad Harris, Director of Fixed Income, concludes the podcast with an update on the municipal market and the status of the yield curve.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

July 11,  2022,  Season 4 Episode 24

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some quotes from Zig Ziglar, and updates us on the financial markets as last week, the Nasdaq posted five straight, up days. He also shares some thoughts on how retirees may wish to think about positioning their portfolios.  He then talks about stocks making news and other headlines from Barron's.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.


** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

June 27, 2022,  Season 4 Episode 23

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares insights from Warren Buffett on investing and how to be successful.   He then talks about stocks making news and other headlines from Barron's.. Brad Harris joins Keith to give us an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

There will not be a podcast next week as it is July 4th holiday.

** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

June 6, 2022,  Season 4 Episode 22

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some further insights about work and life from author James Clear and his book "Atomic Habits".  He then talks about stocks making news like Amazon which is now trading split adjusted after the 20:1 split. Brad Harris joins Keith to give us an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

May 31, 2022,  Season 4 Episode 21

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some insights on using technology to work smarter and be more efficient, last week's rally, and Fed policy. Brad Harris joins Keith to give us an update on the muni bond market and what we may expect going forward.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

May 23, 2022,  Season 4 Episode 20

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some quotes for reflection in these uncertain times. He then reviews current financial headlines and stocks that are making news and shares some insights from Barron's. Brad Harris provides an update on the municipal bonds market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

May 16, 2022,  Season 4 Episode 19

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some thoughts on how to navigate the storm that is the financial markets.  Keith then discusses the current volatility in the financial markets, and stocks making news, and shares some insights from Barron's. 

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

May 9, 2022,  Season 4 Episode 18

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some thoughts on "success" from Warren Buffett. This was from a discussion Mr. Buffett had with students in Georgia back in 2019.  Keith then discusses the current volatility in the financial markets, and stocks making news, and shares some insights from Barron's. 

Brad Harris gives us an update on the bond market with particular attention to the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

May 5, 2022,  Season 4 Episode 17

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith shares some more thoughts from James Clear's book "Atomic Habits" which might be applicable in the current financial market environment. He then discusses the current volatility in the financial markets, and stocks making news, and shares some insights from Barron's. 

Brad Harris gives us an update on the bond market with particular attention to the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions are subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

April 25, 2022,  Season 4 Episode 16

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses the current market volatility and uncertainty that's raveling the financial markets.

We hope you enjoy the show and share it with colleagues and friends. For press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

April 18, 2022,  Season 4 Episode 15

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

So what does a milk carton have to do with investing and the financial markets? Keith shares his insights into an Inc magazine article by Justin Bariso entitled "How Emotionally Intelligent People Use the 'Milk Carton Rule' to Solve Problems and Avoid Frustration" from April 14, 2022.

We hope you enjoy the show and share it with colleagues and friends. Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

April 11, 2022,  Season 4 Episode 14

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

With tax day fast approaching next Monday, Keith sheds some light on the history of taxes in the USA. Market pessimism continues to rise along with volatility.  It's not often one experiences sell offs of this nature in both the stock and bond markets. Brad Harris shares his emotions in what has been a hectic few weeks and the markets look poised to continue to rattle investors this week.

We hope you enjoy the show and share it with colleagues and friends. Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

April 4, 2022,  Season 4 Episode 13

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Keith starts the podcast by sharing more thoughts from James Clear and his book "Atomic Habits".  He provides us with an update on the financial markets and recent news that can impact your portfolio. Brad Harris, Director of Fixed Income, concludes with a more in-depth view of the bond market.

We hope you enjoy the show and share it with colleagues and friends. Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

March 28, 2022,  Season 4 Episode 12

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith talks about the book The Power of Regret by Daniel Pink and how this may fit into ones financial life.  He then touches on the recent volatility of the bond market which has been greater than the volatility of bitcoin, stocks making news and more. Brad Harris, Director of Fixed Income, concludes with a more in depth view of the bond market.

We hope you enjoy the show and share it with colleagues and friends. Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

March 21, 2022,  Season 4 Episode 11

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses whether or not this rally will last,  inflation which made headlines in the financial papers this weekend, Ukraine, Chinese stocks, and more. Brad Harris updates us in municipal bond trading. 

We hope you enjoy the show and share it with colleagues and friends. Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

March 14, 2022,  Season 4 Episode 10

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses the current state of the market. All eyes are on the Fed as they are about to increase rates for the first time since 2018. Keith shares some insights on personal development citing some quotes from James Clear and Atomic Habits

Brad Harris shares his municipal bond trading insights. We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

March 7, 2022,  Season 4 Episode 9

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith brings us up to speed on rising oi prices, the Russia invasion of Ukraine and more.  The big question is will the United State of America have to cut a deal for oil.... with Iran or Argentina?  The financial markets are definitely shaky and Keith's calming words reminds investors we will eventually get past the turbulence. 

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith Lanton or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

February  28, 2022,  Season 4 Episode 8

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses the impact of The Russian invasion of Ukraine on portfolios and whether the rise in commodities, particularly oil, can lead us into a recession. He then updates us on current financial conditions, stocks making news, and more.
Brad Harris, Director of Fixed Income, gives us an update on the bond market and steps an investor can take to better position their portfolios.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

**For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

February 14, 2022,  Season 4 Episode 7

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses the wild ride we have been experiencing in the markets. Keith also shares some insights as to why TIPs and Gold haven't been the inflation hedge they normally are during times of rising interest rates. Brad Harris, Director of Fixed Income, concludes the podcast with a commentary on the bond market which has not been spared from the volatility.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

**For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

February 7, 2022,  Season 4 Episode 6

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith discusses how the bond market is in control of the financial markets worldwide and what this means for investors and their portfolios. Keith also gives us some insights into a book called "Subtract" by Leidy Klotz; a book about how deleting things from our lives can lead us to exciting new things.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

**For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

January 31, 2022, Season 4 Episode 5

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

A common question we have been receiving is how to align a portfolio with rising inflation; something we haven't seen in a long time. In this episode, Keith shares some insights from a recent webcast by Wharton Executive Education entitled: "Investing in a High Inflation World" featuring Itamar Drechsler, Joao Gomes, and Nikolai Roussanov - Wharton Professors.  Brad Harris, Director of Fixed Income, explains what he calls a "dislocated" bond market and the possibility of an inverted yield curve.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

**For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

January 24, 2022, Season 4 Episode 4

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

With inflation roaring and the markets acting very volatile, Keith tackles this age old investing question in todays episode of Enlightenment.  Brad Harris, Director of Fixed Income, closes the podcast with an update of the bond market. 

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

**For informational purposes only, not intended as investment advice. Views and opinions subject to change without notice **

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

January 18, 2022, Season 4 Episode 3

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In today’s episode rising inflation and investor anticipation of a seemingly inevitable rate hike by the federal reserve is causing the bond market to drive equity valuations to the downside. In this episode Keith celebrates the legacy of Martin Luther King Jr. Although MLK was not necessarily a businessman Keith makes note of 5 of his teachings and how they can be applied to the business world or life in general. The episode goes on to discuss financial markets and global news impacting them, as well as upcoming reports scheduled for this week. Additionally, Keith brings to view an interesting article from Barron’s regarding the annual round-table event where “market-pros” voice their opinions and expectations for the year ahead. Keith is then joined by Brad Harris, Director of Fixed Income, to give a rather timely overview of the bond market. 

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

January 10, 2022, Season 4 Episode 2

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode Keith continues last week's discussion of quotes for having a positive mindset, featuring words of wisdom from Confucius, Plato, Michelangelo, and Mario Andretti. Keith then goes on to discuss how we should position ourselves financially for 2022 given current economic factors and expectations. The episode continues to provide an update to the status of financial markets as well as news surrounding a few individual stocks. Additionally, Keith provides us with some information regarding economic reports to expect this week such as the consumer price index as well as the producer price index. Keith then analyzes a few articles from Barron’s providing several reasons as to why inflation is here to stay. Brad Harris, Director of Fixed Income, joins the show to give an update on the bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

January 3, 2022, Season 4 Episode 1

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In the first episode of 2022 Keith provides us with a final reflection on 2021 as well as a look at what is to come this year. In getting into the right mindset entering the new year Keith discusses several inspirational and motivational quotes from Serena Williams, Christiano Ronaldo, Muhammad Ali and more. Keith then dives into Barron’s annual assessment of the most attractive areas to invest in 2022. Keith also points out some news affecting financial markets as well as some economic reports we can expect to be published this week. Additionally, Keith identifies a few individual stocks that you should pay attention to as we move into the new year. Lastly, Brad Harris, Director of Fixed Income, joins the show to provide us with an overview of the bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

December 27, 2021, Season 3 Episode 48

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode Keith wishes everyone a Happy New Year as this is the last episode of 2021. Today’s episode discusses an article from Ink magazine talking about 8 rules that emotionally intelligent people follow. Keith makes a point to have individual investors as well as investment professionals conduct a reflection of their performance in 2021, “What did you do well and what could be improved upon?” The purpose of this exercise is to use the lessons learned from the year and utilize them as building blocks towards future success. The show goes on to highlight news affecting financial markets as well as a spotlight on a few individual stocks. Then, Keith discusses 3 articles from Barron’s mostly covering a surging number of COVID cases. Lastly, Brad Harris, Director of Fixed Income, joins Keith to give an update on the bond market. 

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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December 20, 2021, Season 3 Episode 47

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode Keith wishes everyone a Merry Christmas and discusses some end of year planning strategies. Additionally, he brings attention to the topic of mental strength, which is rather important for handling the volatility in the market as well as in our everyday lives. Some of the lessons include utilizing deep breathing techniques, not wasting your energy on negativity, and keeping your metaphorical “fuel tank full” to handle high pressure situations. Then Keith moves on to discuss a big week of economic reports including consumer confidence, home sales and income consumption. Be sure to stick around to the very end as Keith highlights two reports from Barron’s, one discussing their growth projections for 2022 and the other a curated list of Barron’s top 10 stocks for the new year.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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December 13, 2021, Season 3 Episode 46

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode Keith provides us with some highlights of a recent Charles Schwab presentation to give us some perspective and an evaluation of both the stock and bond market. Some of the topics discussed include: measuring inflation utilizing treasury inflation-protected securities, profit margins as result of increased labor and input costs, as well as the growing disparity between the demand for goods and services. Keith then goes on to talk about news affecting the markets as well as 3 interesting articles from Barron’s. He is then joined by Brad Harris, Director of Fixed Income, to point out some interesting trends in the municipal bond market. 

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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December 6, 2021, Season 3 Episode 45

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode Keith discusses a study conducted by Hartford Investment Group on “the power of negative thinking.” Although there is most definitely a benefit to positive thinking, if one chooses to only envision success it may create an incomplete view of the future. Imagining failure is a very important tool to help you foresee the obstacles that may get in the way of your success, so when these obstacles occur you can create a plan to properly navigate them. The discussion continues to talk about several reasons as to why the vast majority of individual investors fall short of their goals. Keith then talks about current events and upcoming economic reports impacting both the equities market as well as the bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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November 29, 2021, Season 3 Episode 44

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode Keith continues his discussion on “The Psychology of Money” by Morgan Housel and several takeaways we can implement into our own thinking. The discussion includes proper asset allocation, leaving room for error, psychology as when to buy and sell positions and more. One lesson is to understand your own investing strategy, for example if you are a long-term investor, you should not get caught up in the horizons of short-term investors. Keith then talks about the newly discovered omicron variant of COVID-19 and how it has impacted the financial markets. Additionally, the initial sell off triggered by an over-reaction to the variant's discovery proves the belief that bonds still remain an essential part of most portfolios. Brad Harris, Director of Fixed Income, then joins Keith to discuss the bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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November 22, 2021, Season 3 Episode 43

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode Keith wishes everyone a Happy Thanksgiving and discusses some strategies for the end of the year in order to mitigate losses due to taxes. Keith also talks about “The Psychology of Money” by Morgan Housel and a few important lessons from the book. One key lesson is a large percentage of market returns or returns in life in general are driven by only a handful of winners. The episode goes on to discuss current market conditions with a specific focus on decisions made by the Federal Reserve and how they will impact the bond market. Keith is then joined by Brad Harris, Director of Fixed Income, to further discuss the bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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November 15, 2021, Season 3 Episode 42

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

On November 8, 2021, there was no podcast.

Keith discusses the ins and outs of tax-loss harvesting, especially with respect to bonds since with interest rates rising, that's where one may find some losses to offset taxable gains. He then reviews current financial conditions, stocks making news, and more. 

Brad Harris, Director of Fixed Income, joins Keith to give us a brief update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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November 1, 2021, Season 3 Episode 41

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Welcome to November!. Keith starts the podcast with some interesting financial tidbits from MFFS.  He then follows up with possible causes of the yield curve flattening last week, stocks making news, and some interesting thoughts from Barrons. 

Brad Harris, Director of Fixed Income, further details the flattening of the yield curve and possible reasons.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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October 25, 2021, Season 3 Episode 40

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In his episode, Keith highlights a book he is reading " You Are a Baddass" by Jen Sincero. Amazon describes it as "In this refreshingly entertaining how-to guide, bestselling author and world-traveling success coach, Jen Sincero, serves up 27 bitesized chapters full of hilariously inspiring stories, sage advice, easy exercises, and the occasional swear word, helping you to: Identify and change the self-sabotaging beliefs and behaviors that stop you from getting what you want, Create a life you totally love. And create it NOW, Make some damn money already. The kind you've never made before. By the end of You Are a Badass, you'll understand why you are how you are, how to love what you can't change, how to change what you don't love, and how to use The Force to kick some serious ass."

Keith then follows up with stocks making news and updates us on the financial markets. 

Brad Harris, Director of Fixed Income, joins Keith to discuss year-end tax strategies using municipal bonds.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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October 18, 2021, Season 3 Episode 39

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Volatility in the financial markets can cause anxiety. Keith discusses an article by Neuroscientist Dr. Wendy Suzuki  "A neuroscientist shares the 6 exercises she does every day to build resilience and mental strength". In the article, Dr. Suzuki outlines six simple exercises one can perform to help combat anxiety and stress. Keith then discusses some stocks making news this week and brings us up to date on the stock market.

Brad Harris, Director of Fixed Income, joins Keith to share some of his thoughts on the bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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October 11, 2021, Season 3 Episode 38

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Today is Columbus Day and the bond market is closed. Keith starts off this podcast with some of his most favorable quotes from Handy David Thoreau. The title of the podcast is one of his most memorable quotes and it's very true in the financial markets. Keith then updates us on the stock markets and discusses the movements in the oil markets. He then reviews some interesting articles in Barrons and stocks making news.

 Despite the bond market being closed today, Brad Harris gives us a quick update and discusses why he's moved to slightly bearish.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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October 4, 2021, Season 3 Episode 37

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith brings us up to speed on the financial markets, employment trends, and inflation. Federal Reserve Chair Powell was in the Congressional hot seat recently; what might this tell us about his renomination? He opens up the podcast with a 1996 list; 10 Things You Did Not Learn In High School.

 Brad Harris concludes the podcast by talking about cycles in the municipal bond market. He reminds investors to stay focused on their strategy and their asset allocation.  

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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September 27th, 2021, Season 3 Episode 36

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Keith begins this week's podcast by citing some thoughts and observations from James Clear, author of "Atomic Habits":

• Start with an incredibly small habit. Make it so easy you can't say no....
• Increase your habit in very small ways....
• As you build up, break habits into chunks....
• When you slip, get back on track quickly....
• Be patient

Keith then reviews some economic data that came out, articles in Barrons, stocks making news, and more. 

Brad Harris concludes the podcast by talking about cycles in the municipal bond market. He reminds investors to stay focused on their strategy and their asset allocation.  There has been a lot of supply issuance in the municipal bond market recently and that has widened spreads.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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September 20th, 2021, Season 3 Episode 35

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Keith begins this week's podcast by citing a few words of wisdom from American entrepreneur Napoleon Hill's novel, Law of Success. Perhaps the most powerful of the citations is to always believe in oneself and be confident in oneself; one can do anything if he believes that he can. But, in order to do so, one needs to get rid of his (1) ignorance and (2) fear. This seems particularly apropos for the moment, as individuals are currently experiencing fear in financial markets. How individuals manage that fear, Hill would say, will be a substantial determinant of their success. 

Much of the current angst, Keith says, is a byproduct of the possibility of the Fed tapering and slowing down their asset purchases, China cracking down on tech, commodity prices rising, and inflation picking up at a faster rate than wages are rising. Additionally, the Biden administration is pursuing a tax hike, including a roughly five percent increase in corporate taxes, as well as a fiscal stimulus, and proposing a large infrastructure package. 

Internationally, geopolitical tensions have been rising between the United States and China, with US warships moving through the Strait of Taiwan. Tensions are also brewing between the United States and France over the recent Australian nuclear submarine deal brokered by the Biden administration. There is also potential default of Chinese real estate developer Evergrande that is looming. And, the Chinese Communist Party has been doing reference pricing recently, suggesting what asset prices should be; this is encouraging appraisers to price closer to the reference price.

In other news, there has been a significant dip in futures as of late, with averages gapping below their 50-day moving average; at least in the short-term, this does not portend well. And Pfizer has come out with data this morning suggesting that their COVID-19 vaccine is safe for individuals aged 5-11, though vaccine-maker stocks have dipped this morning as the FDA recommended on Friday that booster shots only be administered to those 65 and older as well as the immunocompromised. 

In the commodity market, oil is down a bit over two percent, and natural gas is down by about one cent. Gold is up $7.30 this morning, with most cryptocurrencies down. And treasury yields have been lower this morning as well. 

On Wednesday, the Federal Open Market Committee will be announcing its monetary policy decision, which is expected to keep the federal funds rate relatively unchanged, though the Committee may signal pairing asset purchases later this year. And, on Thursday, there will be conference calls to discuss quarterly results from Costco and Nike.

Barron's has said that, while there is much to fear, worries about a stock market correction are overblown. They have also said that we could see a pullback of up to 15 percent, but that the bull market nevertheless remains intact because of self-correcting mechanisms the market has in place. Furthermore, Barron's has discussed the possibility of COVID-19 pills to provide both preventative and palliative care against the virus, which could be available by the end of 2021. Lastly, Apple stock dropped last week following a new lineup of iPhones, but Barron's feels that this could change moving forward. 

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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September 13th, 2021, Season 3 Episode 34

"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.

Adversity has indeed been unfolding around the world as of late. On Saturday, we sat in solemn remembrance on the 20-year anniversary of 9/11. We have seen ubiquitous natural disasters, such as wildfires and hurricanes, ravage the nation. And, of course, geopolitical tensions between the US and China continue to persist. All of this, inter alia, has given off the impression that the world is headed downhill. But Keith steps in to offer an alternative perspective, in that the overall trend is that the world, when considered on a comprehensive basis and in the annals of time, is significantly improving - something of which we often lose sight. He suggests that our grim outlook on life may very well be a function of the slow pace of the development of the good relative to the fast pace of the development of the bad. When we consider the facts that, inter alia, legal slavery has essentially been abolished around the globe and war casualty rates are at an all-time low, along with the fact that world markets are incrementally moving higher, we might come to realize that - while it is easy to harp on the bad - we might be best off focusing on the good.

Keith notes that, this morning, we are beginning to see a rebound in last week's market sell-off, with the DOW projected to rise by 200 points, the S&P 500 by 27 points, and the NASDAQ by just over 90 points. In some more miscellaneous news, Apple is expected to unveil its iPhone 13 this week. House Democrats are expected to outline its plans for new tax hikes, including a 26.5 percent corporate tax rate. Asian and European markets are mostly higher. Barron's says that the market may be due for a pause or pullback, but no correction or prolonged decline. And Bank of America is predicting a 10-year average loss for the S&P 500 of 8/10 of 1 percent per year, suggesting that the index is headed essentially nowhere for a decade. 

In other news, Keith acknowledges the concern that the market will continue to recede even after the delta variant stops making headlines, saying that we cannot fully ascribe the current growth dip to the delta variant. In fact, many economists fear that this dip is not temporary, and that there will continue to be ongoing supply shortages and a large percentage of Americans reliant on government assistance such as stimulus checks and eviction moratoriums even after the delta variant. Keith also notes a trend that Americans are moving to more remote and suburban locations, and, as such, virtual work may not be transitory. This implies substantial demographic changes around the country, as well as profound changes in the housing market; the national median existing home sale price in July was up 18 percent from a year ago.

Keith then cites a prominent economist from Boston University, who has mentioned that individuals are too focused on wealth accumulation and much less on how to have the best lifestyle today and in the future. The economist also feels that lots of people are claiming their Social Security benefits prematurely, and that people are generally retiring too early. Keith then gets into a brief discussion on Bitcoin, stating that the online cryptocurrency remains uncertain, but SEC Chairman Gary Gensler has suggested he is open to to Bitcoin ETF moving forward.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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September 7th, 2021, Season 3 Episode 33

"Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith begins by making a blanket statement that the technique of attempting to time the stock market through extrapolation of future price movements tends to have low success rates and destroy wealth. One of the major reasons for the systematic failure of this technique, he states, is because the market is front-end loaded, and the majority of loss comes within the first 40 days of a bear market. It is a more prudent technique to, instead, stick with a diversified long-term plan. Keith subsequently goes on to discuss Barron's market projections, which, for the time being, are neutral with an upward bias. Barron's states that we may be approaching a correction, but not a bear market. The prospect of a market correction has caused some apprehension due to (1) the possibility of the Federal Reserve tapering and (2) the fact that the Biden administration may hike personal and corporate tax, which would affect earnings. In other news, BMW has said that its chip shortage is expected to last six more months, and, as of last week, the S&P 500 was up a striking 21% for the year. Keith then notes that there is a very large percentage of the population that is doing its own trading on platforms such as Robinhood and Fidelity, and, as such, people need to gain a better understanding of how these platforms work. Keith concludes the podcast by discussing Barron's projections that the biotech sector might be next in line for an uptick, citing a few new companies with innovative new experiments and technologies in areas such as depression treatment, genetic testing, and T-cell treatments.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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August 30th, 2021, Season 3 Episode 32

"Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.

With little activity in the market, Keith deems it appropriate to begin this episode with several peaceful quotes from the late great John Lennon, which promote the philosophy of being open to all life has to offer with excitement and acceptance. Amidst this stagnation, however, a bit of anticipatory anxiety looms as the nation awaits Friday's Federal Reserve employment report - one that is more consequential than usual. This will be the Fed's next major announcement following last week's annual Jackson Hole Symposium, in which Chairman Jerome Powell stated that Fed hikes are unlikely in the foreseeable future. In other news, Keith notes that oil prices have risen, albeit marginally, in the wake of Hurricane Ida's wrath in the Gulf Coast. Across the Pacific, an additional shipment of contaminated Moderna COVID-19 vaccination samples arriving in Tokyo have driven the company's stock price down. And in promising news to all, Apple has hinted that its iPhone 13 could support Low Earth Orbit (LEO) satellites, which would allow for calls and messages to be made even in the absence of cellular service. Keith goes on to make mention of the energy sector's upward spiral in the past week, and discusses the current rise of bank stocks in light of prognostication that the yield curve will continue to remain steep. Another major topic of discussion in the podcast is China's floundering market, which, as Keith notes, has dropped by 20 percent in a matter of six months. The United States has, consequently, been withdrawing a significant amount of money out of China. Barron's has been vocal as of late, recommending to prospective speculators to move towards small companies and mutual funds as a means to mitigate risk. They further suggest investing in variable interest entities (VIEs) and exchange traded funds (ETFs), and moving away from American depositary receipts (ADRs) due to associated regulatory risks. Lastly, small-cap stock Plantronics (POLY) is coming under very high recommendation from Barron's due to the hybrid work environment that it permits. Director of Fixed Income Brad Harris steps in to conclude the podcast with some advice on the bond market, stating that, given the uneventful week, bond investors would be best off reviewing their portfolios and investing exclusively in high-grade bonds for the time being.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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August 23rd, 2021, Season 3 Episode 31

"Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.

In this episode, Keith begins by emphasizing the importance of listening and interpersonal communication, a luxury that society is increasingly allowing to slip through its fingers in favor of mobile technology and virtual communication. Keith then goes on to discuss the emergence of the COVID-19 Delta variant and the market's concern around it, as well as the ramifications of President Biden's recent withdrawal of American troops from Afghanistan. Transitioning to the financial sector, Keith makes a stark juxtaposition between prevailing interest rates and equity markets, with the former being at a record low and the latter being at an all-time high. This comes as the market awaits Federal Reserve Chairman Jerome Powell's upcoming symposium speech in Jackson Hole, Wyoming, which is now being conducted virtually. Keith concludes with Barron's touting of big tech stocks, calling them "unstoppable" as they are so deeply tied and embedded into the digital world and the global economy. Director of Fixed Income Brad Harris closes the podcast, offering some predictions and insight as to what points may be raised in Chairman Powell's upcoming symposium.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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August 16th, 2021, Season 3 Episode 30 

"Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.

In this episode Keith continues his discussion of lessons we can learn from “Rich Dad Poor Dad” by Robert Kiyosaki. He then examines the financial markets and geopolitical news, such as tensions in Afghanistan and how the Delta variant of Covid-19 is slowing economic growth in China. Additionally, Keith notes upcoming financial news including company earnings, reports on the housing market and the upcoming federal reserve meeting all scheduled for this week. Lastly, Keith references an article from Barron’s that discusses 10 stocks that could be the next Amazon. Then, Brad Harris, Director of Fixed Income, joins Keith to give an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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August 9th, 2021, Season 3 Episode 29 

"Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.

In this episode Keith starts off by identifying some lessons we can learn from “Rich Dad Poor Dad” by Robert Kiyosaki, a book that stresses the importance of financial education as well as improving upon one’s own financial intelligence. Keith then goes on to discuss the financial markets, COVID-19 and upcoming news from Federal Reserve Chairman Jerome Powell. Additionally, Keith makes note of several companies making news. Then, Brad Harris, Director of Fixed Income, joins Keith to give an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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August 2nd, 2021, Season 3 Episode 28

"Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.

In this episode Keith discusses several quotes to encourage positive thinking, featuring Winston Churchill, Mahatma Gandhi and more. He also examines the overall financial market, the infrastructure package and the delta variant of COVID-19. Additionally, he makes note of upcoming earnings reports for numerous companies due this week as well as ADP’s National Employment Report for July and what it means for the stock market and interest rates. Then Brad Harris, Director of Fixed Income, joins Keith to give an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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July 26th, 2021, Season 3 Episode 27

"Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.

In this episode Keith educates us on several types of annuities and how they vary between individuals. He also discusses this week's upcoming earnings reports for “Big Tech” companies such as Apple, Microsoft, Facebook and Alphabet just to name a few. He also notes the significance of the Federal Reserve Open Market Committee’s monetary policy decision, expected on Wednesday. Additionally, he discusses the financial markets including regulatory constraints on Chinese stocks, and the initial public offering of Robinhood, which will be traded on the Nasdaq under the stock symbol “HOOD.” Then Brad Harris, Director of Fixed Income, joins Keith to give an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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July 19, 2021, Season 3 Episode 26

 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.

In this episode Keith continues his discussion of “Atomic Habits” by James Clear featuring quotes from Henry Ford, Nelson Mandela, Stephen King and more. Additionally, Keith examines market headlines, companies to pay attention to as we move further into earnings season and how the Delta variant of COVID-19 is becoming a serious cause for concern as cases have increased across all 50 states. On a more optimistic note, Keith discusses how synthetic biotechnology companies may have significant growth potential comparable to the dawn of the internet.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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July 12, 2021, Season 3 Episode 25

 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.

In this episode Keith discusses an article by James Clear author of "Atomic Habits" which provides insight into how you can improve your focus, concentration, and productivity.  Additionally, Keith brings us up to speed regarding financial markets with a focus on Chinese stocks, plus upcoming economic reports. Brad Harris, Director of Fixed Income, joins Keith to give an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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June 28, 2021, Season 3 Episode 24

 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.

In this episode Keith discusses the difference between absolute and relative success.  Featuring the wise words of billionaire Warren Buffet and Hall of Fame Golfer Gary Player.  Additionally he talks about financial markets, companies making headlines and news reports scheduled for the upcoming week. Followed by Brad Harris, Director of Fixed Income, who shares his thoughts on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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June 21, 2021, Season 3 Episode 23

 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, 
President.

In this episode Keith discusses the importance of hiring a financial professional to guide your investing and savings decisions. Additionally, Keith brings us up to speed with financial markets and news such as the federal reserve decision (or lack thereof). Brad Harris, Director of Fixed Income, joins Keith to give an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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June 14, 2021, Season 3 Episode 22

"Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President 

In this episode Keith provides advice from behavioral scientists as to how you can be successful in not only implementing healthy habits into your routine, but also sticking with them. Behavioral changes normally require high levels of motivation, however, we can make it easier on ourselves. Additionally, Keith discusses the rebounding economy, current events and the rising threat of inflation. Brad Harris, Director of Fixed Income, joins Keith to give an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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June 7, 2021, Season 3 Episode 21

 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.

In this episode Keith presents data from MFS’s “By the Numbers” in order to provide insight into market trends. Additionally, Keith covers several other current events ranging from stimulus relief, the budget deficit and a no longer expanding global population.  He is followed by Brad Harris, Director of Fixed Income, who discusses the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.

Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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June 1, 2021, Season 3 Episode 20
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.

In this episode Keith breaks down Daniel Kahneman's definition of 'noise' and how it is affecting your decision making. From financial advisors to doctors and court justices, why do expert opinions tend to vary when presented with the same case. Additionally, Keith discusses a variety of current events ranging from streaming wars, commodity shortages and inflation. Brad Harris, Director of Fixed Income, joins Keith to give us an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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May 24, 2021, Season 3 Episode 19
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
In this episode Keith speaks about population growth, population shrinkage, the impact of longevity and how a changing demographic can cause havoc on your investing thesis. Keith then talks about the financial markets, interest rates and the yield curve,  and stocks making news this week. Brad Harris, Director of Fixed Income, joins Keith to give us a quick update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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May 17, 2021, Season 3 Episode 18
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
In this episode Keith shares his thoughts on how advertising and social media influencers have and are impacting our lives. One cannot speak about the internet and advertising without discussing Google who has a 87.5% global market share. Which bring up the question and the title of this episode, "Can We Live Without Google?" What are the most expensive words to advertise on Google? Check out this episode to find out.

Keith then talks about the financial markets in general and stocks making news. Brad Harris, Director of Fixed Income, joins Keith for an insiders view of the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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May 3, 2021, Season 3 Episode 17
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
Well, if you are familiar with Warren Buffett, you may be very familiar with the title of this episode as it references one of the Omaha of Nebraska's most memorable quote: “Only when the tide goes out do you discover who’s been swimming naked.” Mr. Buffett spoke this weekend at theBerkshire Hathaway’s annual shareholder meeting, which always receives intense interest. During this past decade, actually many have been wondering if Mr. Buffett himself has been swimming naked. In this episode, Keith shares his favorite moments from the annual meeting.

Keith then talks about the financial markets in general and stocks making news. Brad Harris, Director of Fixed Income, joins Keith for a broad view of the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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April 26, 2021, Season 3 Episode 16
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
In this episode, Keith finishes up his thoughts on the Morgan Housel book  "The Psychology of Money -Timeless Lessons on Wealth, Greed, and Happiness."  Keith shares his personal favorite factor when managing money.

Keith then talks about current happenings in the financial markets,  and stocks making news. Brad Harris, Director of Fixed Income, shares is views on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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April 19, 2021, Season 3 Episode 15
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
In this episode, Keith continues his thoughts on the Morgan Housel book  "The Psychology of Money -Timeless Lessons on Wealth, Greed, and Happiness."  Keith gives us insights into managing tail risk and why investors should pay close attention as it means life or death in the investing world.

Keith then talks about current happenings in the financial markets,  and stocks making news.

We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

April 12, 2021, Season 3 Episode 14
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
In this episode, Keith continues his thoughts on the Morgan Housel book  "The Psychology of Money -Timeless Lessons on Wealth, Greed, and Happiness." The main premise of the book is that doing well with money has little to do with how smart you are  and has a lot to do with how you behave.  Listen as Keith applies Napoleon's words and thoughts to the world of investing. 

Keith then talks about current happenings in the financial markets,  stocks making news and then Brad Harris join Keith to give us an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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April 5, 2021, Season 3 Episode 13
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
In this episode, Keith enlightens us on a book he is reading by Morgan Housel entitled "The Psychology of Money -Timeless Lessons on Wealth, Greed, and Happiness." The main premise of the book is that doing well with money has little to do with how smart you are  and has a lot to do with how you behave. Keith gives examples in history and why the title of this podcast, a quote by Voltaire, he believes this to be true.

Keith then talks about current happenings in the financial markets,  stocks making news and then Brad Harris join Keith to give us an update on the municipal bond market.

We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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March 29, 2021, Season 3 Episode 12
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
In this episode, Keith continues his thoughts from last week covering  Adam Grant's book "Think Again: The Power of Knowing What You Don't Know" and explores the art of conflict resolution through better listening.

Keith then talks about current happenings in the financial markets, specifically addressing Archegos Capital Management - the $30 billion investment firm that recently unraveled. He then discusses stocks making new and dividend paying stocks.

We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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March 22, 2021, Season 3 Episode 11
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
In this episode, Keith explores the art of conflict resolution through better listening, and how this can be applied in personal relationships as well as business.

"Courage is what it takes to get up and speak. Courage is also what it takes to sit down and listen." ~ Winston Churchill
 
Keith then talks about current happenings in the financial markets, stocks making news, especially important as this week is the one year anniversary of the, Covid induced, stock market bottom. 

Brad Harris, Director of Fixed Income, shares his latest thoughts on the municipal bond market.  

We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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March 15, 2021, Season 3 Episode 10
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
In this Ides of March episode, Keith gives us further insights into the importance of knowing what you don't know. This is from the book "Think Again" by Adam Grant which he first talked about in the March 1, 2021 podcast. Perhaps fate would have been different for Julius Caesar if he knew what he didn't know. Keith masterfully ties all this into the financial markets and the continued volatility in interest rates.

Brad Harris, Director of Fixed Income, gives us the latest updates on the bond markets and what an investor may be able to do. 

We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

March 8, 2021, Season 3 Episode 9
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
In this episode, Keith first shares some strategies that may help investors defer income taxes. He then discusses the continued volatility in the bond market and its impact on equities
 
Brad Harris, Director of Fixed Income, concludes with his insights into the bond markets and what he is seeing with rising interest rates. 

We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

March 1, 2021, Season 3 Episode 8
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
In this episode, Keith gives his thoughts on a book by Adam Grant, "Think Again", and the power of knowing what you don't know. Rising rates caused a lot of turbulence in the financial markets last week,  and Keith applies the concepts detailed in this book with risk management and portfolios. 
 
Brad Harris, Director of Fixed Income, joins Keith sharing his thoughts on the change in character of the municipal markets. 

We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

February 22, 2021, Season 3 Episode 7
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
In this episode, Keith gives his insights into a book by George Lois called "Damn Good Advice (For People With Talent!)"  Keith then shares his thoughts on the financial markets and the recent dramatic rise in interest rates and the impact that may have on equites. Brad Harris, Director of Fixed Income, joins Keith discussing rising rates and the impact on municipal bonds for individual investors.

We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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February 8, 2021, Season 3 Episode 6
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
In this episode, Keith shares some of his favorite moments from a conference the company held over the weekend and the Special Guest Speaker was Dr Kevin Elko. He then follows up with stocks making news, and financial headlines.

To learn more about Dr. Kevin Elko, please visit https://www.drelko.com/
 
We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

February 1, 2021, Season 3 Episode 5
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
In this episode, Keith continues his discussion from last week's episode on a book by Richard Thaler and Cass Sunstein entitled "Nudge: Improving Decisions About Health, Wealth, and Happiness".  

Keith also shares some fascinating statistics on financial performance and market returns and the importance of letting your winners run!  He then follows up with stocks making news, financial headlines, the craziness of what we have been seeing with a few highly shorted stocks and repercussions some financial firms may face from restricting trading, and how this may impact the markets..
 
Brad Harris joins Keith to give us an update on the municipal bond market. Brad shares an idea of how investors may be able to pick up some extra yield on municipal bonds.
 
We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith or Sal Favarolo directly at 631-454-2000 to schedule a time.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

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January 25, 2021, Season 3 Episode 4
 
 "Enlightenment" - A Herold & Lantern Investments  Podcast featuring Mr. Keith Lanton, President.
 
 In this episode, Keith discusses a book by Richard Thaler and Cass Sunstein entitled "Nudge: Improving Decisions About Health, Wealth, and Happiness".  Keith shares his insights on knowing how someone may think,  how we can "nudge" them to better decisions, whether it's for health or wealth.  He then follows up with stocks making news, financial headlines, and prepares us for the week ahead.
 
Brad Harris joins Keith to give us an update on the municipal bond market. The bond market has been overshadowed by the performance of the stock market, and how the current relative low yields are forcing investors elsewhere. 
 
We hope you enjoy the show and share it with colleagues and friends.
 
Press interviews or market commentaries, please contact Keith at 631-454-2000

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **

To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form

Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern